Beginners Guide to TikTok for Search - Rachel Pearson - We are Tilt __ Bright...
Syllabus for Admin New Hire Training
1. Syllabus for Admin Aspire (set up same as the current Aspire)
Day 1:
8:00 a.m. – Noon – travel from their branch to location of Aspire class.
Noon – 1:00 p.m. – Lunch
1:00 p.m. – 4:00 p.m. – Human Resources
4:00 p.m. – 5:00 p.m. – Safety
Day 2:
8:00 a.m. – 8:30 a.m. – Introduction (explain the agenda)
8:30 a.m. – 9:15 a.m. – Review Branch Reorg. Explain how the models works for each
branch size.
9:15 a.m. – 9:30 a.m. – Sarbanes Oxley (why it’s important to follow the Branch Reorg.)
9:30 a.m. – 9:45 a.m. – Break
9:45 a.m. – 11:30 a.m. – Introduction to Mission.
► How to login
► Review each screen (what they’re for, when they’ll be using them)
► Leads (make sure they always perform 3 searches: phone, name & address)
► Explain how a lead becomes a customer (how to search 3 ways for customers)
11:30 a.m. – 12:30 p.m. – Lunch
12:30 p.m. – 2:30 p.m. – Work Orders
► Employee Weekly Schedule
► Schedule Work Orders Using the Employee Weekly Schedule
► How to key a service preference (and mass svc preference changes)
► How to create a field activity
2:30 p.m. – 2:45 p.m. – Break
2:45 p.m. – 4:45 p.m. – Work Orders (continued)
► Identify last work order completed and next work order due (rules of the work
order generator)
► How to create an XTR service (notes)
► How to complete a REG, XTR, and Inspection work order.
► Change the Service Specialist on a completed work order.
► Skip a work order
► Reschedule a work order (notes)
► Review approved reasons to cancel a work order (notes)
► Cancel a work order (notes)
► Uncancel a work order
► Transfer a work order (notes)
4:45 p.m. – 5:00 p.m. – Questions
2. Day 3:
8:00 a.m. – 8:30 a.m. – Review
8:30 a.m. – 9:30 a.m. – Reports
► Print work orders (how to issue & unissue a work order)
► Work Order Summary
► Production by Service Specialist
► Unserviced Accounts List
► Service Analysis
9:30 a.m. – 9:45 a.m. – Break
9:45 a.m. – 10:30 a.m. – Reports (continued)
► Cancelled Work Order Report
► Branch Progress Report
► Customer Summary Profile
10:30 a.m. – 11:30 a.m. – Customer Follow-up Requests
► How to create, schedule, and reschedule (notes)
► Which reports to run and why
11:30 a.m. – 12:30 p.m. – Lunch
12:30 p.m. – 2:30 p.m. – A/R
► The aging process (current, past due, delinquent, suspend, bad debt)
► How to review a customer’s account with “20 - history”
► How to review a customer’s account with “40 – a/r, filter for all services”
► Recognizing a payment
► Recognizing a credit or debit memo
► Identifying customers that have gone to Bad Debt
► What is my balance? When was last payment made?
2:30 p.m. – 3:30 p.m. – A/R Reports & what you’ll use them for (phone calls)
► A/R Aging Report
► Delinquent Accounts Report (customers on suspend)
► Bad Debt Report
3:30 p.m. – 4:30 p.m. – Phone Calls
► Scripts
► The correct way to make a collection call
4:30 p.m. – 5:00 p.m. – Questions
Day 4:
DDI Service Plus Training
Day 5:
8:00 a.m. – 11:00 a.m. – Technical Specs covering pest info
11:00 a.m. – 12:00 p.m. – Explain which branch they will go to the following week for
training with their mentor. Answer any other questions.
12:00 p.m. – 5:00 p.m. – Travel back to their home/branch